TFF

The Family Firm Portfolio holdings

AUM $415M
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$826K
2 +$682K
3 +$376K
4
VNO icon
Vornado Realty Trust
VNO
+$354K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$253K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.17%
3 Financials 0.93%
4 Communication Services 0.81%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,797
177
-4,953